How to enhance a contact's profile with social data and URLs

Learn more about your contacts with the OnePageCRM Enhance feature. All you need is a valid email address to retrieve public social data like social media profiles and build an enhanced and clearer picture of your customers. 

In this article:
How to enhance a new contact's profile using Add / Edit Contact How to enhance a contact's profile from Contact view

How to enhance a new contact's profile using Add/Edit Contact

1
In your Action Stream or Contact Page, click Add Contact.

2
Add contact details including a valid email address. The Enhance icon will show up if there are publicly-available information → click the Enhance icon.

To clear this update, click Undo.

How to enhance a contact's profile from Contact view

1
Open a contact with a valid email address. The Enhance icon will show up if there are publicly-available information → click on the Enhance icon.

2
The Enhance feature will search for any publicly-available information such as social data and URLs and automatically populate the contact's fields.
To clear this update, click Undo.

Notes:
  • To enhance a contact's details, you must have a valid email address for that contact.
  • If the information is not correct, you can revert the details to their previous state, by clicking on Undo at the top of the page.
    • If you do not select Undo and instead navigate away from the contact then the enhanced information will remain.
  • If you enhance contact information and there is a conflict between existing and new information, the data that already exists in OnePageCRM takes priority.
  • It's not possible to Enhance contacts in bulk or filter contacts that have been enhanced.
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